#143 Tax Tips From Your Financial Advisor - Kevin Leon episode artwork

EPISODE · Mar 7, 2016 · 24 MIN

#143 Tax Tips From Your Financial Advisor - Kevin Leon

from Money Matters With Dino

Now is the time to review your finances particularly how taxes during the distribution of retirement will affect your nest egg.  Having the right Financial Planner on your side can literally mean millions in tax savings if things are handled properly and at the right time. In this episode Regional Vice President of Trilogy Financial Services Kevin Leon comes on to set the record straight.  He and Dino discuss: IRA/Roth IRA contributions Who qualifies for IRA deductions Who qualifies for Roth IRA contributions Coverdell ESA.  Who qualifies and who much you can contribute Charitable Contributions made id 2015 Realized Capital losses For past shows and to learn more about the God's Men of Influence community, check us out atwww.godsmenofinfluence.org Join us on Facebook for our daily devotionals and updates and please like our page www.facebook.com/GodsMenOfInfluence   Help us spread the Word and please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

Episode metadata supplied by the publisher feed · Published Mar 7, 2016

Embed this episode

NOW PLAYING

#143 Tax Tips From Your Financial Advisor - Kevin Leon

0:00 24:14

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Money Matters With Dino?

This episode is 24 minutes long.

When was this Money Matters With Dino episode published?

This episode was published on March 7, 2016.

Can I download this Money Matters With Dino episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!